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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,401 | $62,672+18.7% | $185,117-59.8% | $70,126+6.1% |
| Participation rate | 24.4% | 63.8%-39.4pp | 77.3%-52.9pp | 69.5%-45.2pp |
| Annual return | 14.08% | 40.79%-26.7pp | 40.50%-26.4pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,120 | $3,272-65.8% | $5,045-77.8% | $3,332-66.4% |
| Admin fee / account holder | $21,258 | $3,932+440.7% | $8,159+160.5% | $4,645+357.6% |